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oliverames

YNAB MCP Server

by oliverames

get_month_category

Read-only

Retrieve the budgeted amount for a specific category in a given month from your YNAB budget.

Instructions

Get category budget for a specific month

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budgetIdNoBudget ID (uses default if not provided)
monthYesMonth in YYYY-MM-DD format (first of month)
categoryIdYesCategory ID
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=true and destructiveHint=false, so the description carries less burden. However, it adds no extra context about defaults for budgetId, potential errors, or return format. This is adequate but not enhanced.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single sentence with no wasted words. It is front-loaded with the key action and resource.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With 3 parameters and no output schema, the description is too minimal. It does not explain what the output looks like (e.g., a budgeted amount) or the significance of 'budget' in this context. More detail about the return value would be helpful.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, and descriptions in the schema are clear. The tool description does not add further meaning beyond what the schema provides, so baseline 3 is appropriate.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description 'Get category budget for a specific month' clearly states the verb (Get), resource (category budget), and scope (specific month). It distinguishes from sibling tools like get_budget (overall budget) and get_category (category details).

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No guidance is provided on when to use this tool versus alternatives. For example, it does not mention that this is for a single category-month vs. get_budget for overall budget, or how the default budgetId works.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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